Filed: 5/14/2025ACC: 0001214659-25-007559
📋 What this filing means
MONETARY MANAGEMENT GROUP INC filed this quarterly 13F‑HR report disclosing 323 equity positions with a total reported market value of $370.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
323
Positions
$370.05M
Total AUM (reported)
2.88M
Total Shares
Allocation by class
COM$370.05M100.0%
Portfolio Concentration
Top 3$77.35M20.9%
4–10$64.91M17.5%
11–25$59.77M16.2%
Rest$168.02M45.4%
Top 3 weight
20.9%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 2.88M
Sole
Full voting authority
2.88M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole323
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings323
Rows:
Apple Inc.
SOLEShares135K
TypeSH
Market value$29.99M
8.10%
Sole
135K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares71.38K
TypeSH
Market value$26.79M
7.24%
Sole
71.38K
Shared
0.00
None
0.00
Nvidia Corp.
SOLEShares189.75K
TypeSH
Market value$20.56M
5.56%
Sole
189.75K
Shared
0.00
None
0.00
Eli Lilly And Co.
SOLEShares16.39K
TypeSH
Market value$13.53M
3.66%
Sole
16.39K
Shared
0.00
None
0.00
Amazon.Com Inc.
SOLEShares52.01K
TypeSH
Market value$9.89M
2.67%
Sole
52.01K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares24.30K
TypeSH
Market value$8.91M
2.41%
Sole
24.30K
Shared
0.00
None
0.00
Broadcom Inc.
SOLEShares51.38K
TypeSH
Market value$8.60M
2.32%
Sole
51.38K
Shared
0.00
None
0.00
Meta Platforms Inc.
SOLEShares14.79K
TypeSH
Market value$8.52M
2.30%
Sole
14.79K
Shared
0.00
None
0.00
Alphabet Inc (A)
SOLEShares50.60K
TypeSH
Market value$7.82M
2.11%
Sole
50.60K
Shared
0.00
None
0.00
Abbvie lnc.
SOLEShares36.41K
TypeSH
Market value$7.63M
2.06%
Sole
36.41K
Shared
0.00
None
0.00
J P Morgan/Chase
SOLEShares25.60K
TypeSH
Market value$6.28M
1.70%
Sole
25.60K
Shared
0.00
None
0.00
I Shares Tr Russell 1000 Growth Index
SOLEShares13.98K
TypeSH
Market value$5.05M
1.36%
Sole
13.98K
Shared
0.00
None
0.00
Mastercard Inc. (A)
SOLEShares8.49K
TypeSH
Market value$4.65M
1.26%
Sole
8.49K
Shared
0.00
None
0.00
Amgen Inc.
SOLEShares14.07K
TypeSH
Market value$4.38M
1.18%
Sole
14.07K
Shared
0.00
None
0.00
I Shares Russell 1000 Value Index
SOLEShares22.80K
TypeSH
Market value$4.29M
1.16%
Sole
22.80K
Shared
0.00
None
0.00
Unitedhealth Group Inc.
SOLEShares7.85K
TypeSH
Market value$4.11M
1.11%
Sole
7.85K
Shared
0.00
None
0.00
Costco Whsl Corp
SOLEShares4.23K
TypeSH
Market value$4.00M
1.08%
Sole
4.23K
Shared
0.00
None
0.00
Pepsico Inc
SOLEShares25.72K
TypeSH
Market value$3.86M
1.04%
Sole
25.72K
Shared
0.00
None
0.00
Visa Inc. (A)
SOLEShares10.07K
TypeSH
Market value$3.53M
0.95%
Sole
10.07K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares24.36K
TypeSH
Market value$3.41M
0.92%
Sole
24.36K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares20.19K
TypeSH
Market value$3.38M
0.91%
Sole
20.19K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares24.60K
TypeSH
Market value$3.26M
0.88%
Sole
24.60K
Shared
0.00
None
0.00
CrowdStrike Holdings
SOLEShares9.12K
TypeSH
Market value$3.22M
0.87%
Sole
9.12K
Shared
0.00
None
0.00
Lam Research Corp.
SOLEShares44.03K
TypeSH
Market value$3.20M
0.87%
Sole
44.03K
Shared
0.00
None
0.00
Wal Mart Stores, Inc.
SOLEShares35.98K
TypeSH
Market value$3.16M
0.85%
Sole
35.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | COM | 135K | SH | $29.99M 8.10% | 135K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 71.38K | SH | $26.79M 7.24% | 71.38K | 0.00 | 0.00 |
Nvidia Corp.SOLE | COM | 189.75K | SH | $20.56M 5.56% | 189.75K | 0.00 | 0.00 |
Eli Lilly And Co.SOLE | COM | 16.39K | SH | $13.53M 3.66% | 16.39K | 0.00 | 0.00 |
Amazon.Com Inc.SOLE | COM | 52.01K | SH | $9.89M 2.67% | 52.01K | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 24.30K | SH | $8.91M 2.41% | 24.30K | 0.00 | 0.00 |
Broadcom Inc.SOLE | COM | 51.38K | SH | $8.60M 2.32% | 51.38K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 14.79K | SH | $8.52M 2.30% | 14.79K | 0.00 | 0.00 |
Alphabet Inc (A)SOLE | COM | 50.60K | SH | $7.82M 2.11% | 50.60K | 0.00 | 0.00 |
Abbvie lnc.SOLE | COM | 36.41K | SH | $7.63M 2.06% | 36.41K | 0.00 | 0.00 |
J P Morgan/ChaseSOLE | COM | 25.60K | SH | $6.28M 1.70% | 25.60K | 0.00 | 0.00 |
I Shares Tr Russell 1000 Growth IndexSOLE | COM | 13.98K | SH | $5.05M 1.36% | 13.98K | 0.00 | 0.00 |
Mastercard Inc. (A)SOLE | COM | 8.49K | SH | $4.65M 1.26% | 8.49K | 0.00 | 0.00 |
Amgen Inc.SOLE | COM | 14.07K | SH | $4.38M 1.18% | 14.07K | 0.00 | 0.00 |
I Shares Russell 1000 Value IndexSOLE | COM | 22.80K | SH | $4.29M 1.16% | 22.80K | 0.00 | 0.00 |
Unitedhealth Group Inc.SOLE | COM | 7.85K | SH | $4.11M 1.11% | 7.85K | 0.00 | 0.00 |
Costco Whsl CorpSOLE | COM | 4.23K | SH | $4.00M 1.08% | 4.23K | 0.00 | 0.00 |
Pepsico IncSOLE | COM | 25.72K | SH | $3.86M 1.04% | 25.72K | 0.00 | 0.00 |
Visa Inc. (A)SOLE | COM | 10.07K | SH | $3.53M 0.95% | 10.07K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 24.36K | SH | $3.41M 0.92% | 24.36K | 0.00 | 0.00 |
Chevron CorpSOLE | COM | 20.19K | SH | $3.38M 0.91% | 20.19K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 24.60K | SH | $3.26M 0.88% | 24.60K | 0.00 | 0.00 |
CrowdStrike HoldingsSOLE | COM | 9.12K | SH | $3.22M 0.87% | 9.12K | 0.00 | 0.00 |
Lam Research Corp.SOLE | COM | 44.03K | SH | $3.20M 0.87% | 44.03K | 0.00 | 0.00 |
Wal Mart Stores, Inc.SOLE | COM | 35.98K | SH | $3.16M 0.85% | 35.98K | 0.00 | 0.00 |
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